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UTI Wealth Builder Fund [Merged with UTI Opportunity Fund]

Rating (source: Value Research)

NAV as on 04/10/2011 for

Rs. 11.950-0.15 (1.26%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • The objective of the Scheme is to achieve long term capital appreciation by investing predominantly ina diversified portfolio of equity and equity related instruments long with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be noassurance that the investment objective of the Scheme will be achieved.
Investment Information
Fund type
CLOSE ENDED
Date of Inception
11/10/2006
Investment Plan
DIVIDEND OPTION
Fund size (Rs.Cr)
818.00 (as of 31st May 2011 )
Number of investors
N.A.
Min. Investment
5000
Last Dividend
1.2
Bonus
N.A.
Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

Know More
Portfolio (as of Sep 2011)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
67.00 31.00 2.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Sep 2011)
Asset Allocation (as of 30th Sep 2011)

Market Capitalisation (%)

Large Mid Small
67.00 31.00 2.00
Detailed Portfolio (as of 30th Sep 2011)
Equity % to NAV
EXIDE INDUSTRIES LTD. 1.97
JAIN IRRIGATION SYSTEMS LTD. 2.59
BHARTI AIRTEL LTD. 2.56
AKZO NOBEL INDIA LTD. 2.41
GRASIM INDUSTRIES LTD. 2.37
CUMMINS INDIA LTD. 2.36
TATA MOTORS LTD. 2.11
CHAMBAL FERTILISERS & CHEMICALS LTD 1.71
SHREE CEMENT LTD. 1.66
ACC LTD 1.62
GLENMARK PHARMACEUTICALS LTD 1.58
VOLTAS LTD. 1.47
STATE BANK OF INDIA 2.59
NCA 4.90
HINDUSTAN UNILEVER LTD. 2.77
OTH 4.78
CAIRN INDIA LTD. 3.69
GUJARAT STATE PETRONET LTD. 2.72
ITC LTD. 7.78
CRISIL LTD 4.79
AMBUJA CEMENTS LTD. 3.99
HDFC LTD. 5.21
ICICI BANK LTD 3.55
SUN PHARMACEUTICALS INDUSTRIES LTD. 3.45
INFOSYS LTD. 3.43
INDRAPRASTHA GAS LTD 3.17
HDFC BANK LTD. 3.17
PETRONET LNG LTD. 3.05
TATA CONSULTANCY SERVICES LTD. 2.81
GAIL (INDIA) LTD. 2.78
JINDAL STEEL & POWER LTD. 2.74
BHARAT HEAVY ELECTRICALS LTD. 4.22
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.

Download Fund Documents
Load Structure
Purchase Entry Load Exit Load
Lumpsum Nil < 1 year - 1%
>= 1 year - Nil
SIP Nil < 1 year - 1%
>= 1 year - Nil
Minimums for Lumpsum or SIPs (Rs.)
Plan Investment in Rupees
Fresh Purchase Rs.500/-
Additional Purchase Rs.500/-
Redemption Rs.500/-
SIP Options
Options Minimum Investment Amount Minimum Installment Installment Dates Offer
Monthly Rs.500/- per month and in multiples of Rs.1/- thereafter 6 1st or 7th or 15th or 25th of the month
Quarterly Rs.1500/- per quarter and in multiples of Rs.1/- thereafter 4 1st or 7th or 15th or 25th of the month
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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